Institutional shares held 27.5 Million
3.1K calls
1.6K puts
Total value of holdings $2.65B
$299K calls
$154K puts
# of Institutions 614


Latest Institutional Activity in DSI

Top Purchases

Q1 2025
Sofi Wealth, LLC Shares Held: 12K ($1.16M)
Q1 2025
Merit Financial Group, LLC Shares Held: 11.9K ($1.15M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 48.2K ($4.66M)
Q1 2025
St Germain D J CO Inc Shares Held: 48.2K ($4.66M)
Q1 2025
Park Avenue Securities LLC Shares Held: 172K ($16.6M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 446K ($43.1M)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 12.7K ($1.23M)
Q1 2025
First Affirmative Financial Network Shares Held: 40.5K ($3.91M)
Q1 2025
Dunhill Financial, LLC Shares Held: 102K ($9.85M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 69.6K ($6.72M)

About DSI

Track Institutional and Insider Activities on DSI

Follow ISHARES MSCI KLD 400 SOCIAL ET and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DSI shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Kld 400 Social Et insider buys or sells DSI shares.

Notify only if

News

Receive news related to ISHARES MSCI KLD 400 SOCIAL ET

Track Activities on DSI